best long term stocks india
Are you looking to take your investment strategy to new heights? Look no further than our professional Portfolio Advisory Services.
Long Term Stock Market Investment
Portfolio Advisory Services
Build a disciplined, long-term equity portfolio with a SEBI Registered Investment Adviser. Personalised advice, written rationale behind every recommendation, and complete control in your hands — that is how serious portfolios are built.
SEBI Registered Portfolio Advisor in India
We provide personalised portfolio advisory to investors based on their individual risk profile, financial situation and investment horizon. Every client goes through a formal risk profiling and suitability assessment before any advice is given — this is not optional, it is how a registered adviser works.
Our approach combines macroeconomic context, sector analysis and company-level research. Each recommendation comes with a written rationale, so you always know why a stock is in your portfolio — not just which stock.
We are a fee-only advisory. We earn no commission, brokerage or distribution income from any product. Our only revenue is the advisory fee you pay us — which means our only incentive is advice that is right for you.
Who This Service Is For
1. You already have a portfolio
If your existing portfolio has grown without a plan — accumulated stocks, old positions you are unsure about, no clear diversification — we start with a complete analysis of what you hold. We identify holdings that no longer fit your goals or risk profile, recommend fresh additions with written rationale, and restructure the portfolio for proper diversification across sectors and market caps.
2. You are starting fresh
If you are beginning your investment journey with a lump sum or building capital, we assess your financial position, risk capacity, holding horizon and expectations — and construct a diversified portfolio designed for your goals from day one, so you never have to undo mistakes later.
Portfolio Advisory Plan Features
- You stay in 100% control. Your money and your securities remain in your own accounts. We advise — you decide and execute. We never handle funds and never trade on your behalf.
- Minimum portfolio: ₹25 lakh (at family level). Below this size, a dedicated advisory engagement is not cost-effective for you — and we will tell you so honestly.
- Every recommendation is research-backed, with a written rationale and a defined role in your overall portfolio. Investment in securities involves risk; our job is to ensure the risk you take is deliberate, diversified and suitable for you.
- No lock-in. Your stocks and money stay with you, so you can discontinue whenever you choose. Unused fees are refunded on a pro-rata basis as per SEBI regulations — with no breakage fee.
- Advisory only, for the full year. This engagement covers investment advisory on your equity portfolio. It does not include trading calls or intraday services.
Why Choose Our Portfolio Advisory Services?
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1. Personalised, suitability-driven strategy
Every investor is different, so every portfolio we advise is built against your specific goals, time horizon and risk profile — assessed through a formal SEBI-mandated process, not a casual conversation. You never receive advice that was designed for someone else.
2. A registered adviser, verifiable in two minutes
EquityX is a SEBI Registered Investment Adviser — Registration No. INA100011775, registered since 2018. Don’t take our word for it: verify our registration yourself on sebi.gov.in under “Registered Intermediaries” before you pay anyone a single rupee. We insist on it.
3. Continuous review, not one-time advice
Markets change, and so do your circumstances. Your portfolio is reviewed periodically through the year, with rebalancing advice whenever your allocation drifts from plan — each change explained in writing, so your portfolio never runs on autopilot or on emotion.
Whether you are an experienced investor or building your first serious portfolio, the process starts the same way: a conversation and a risk profile — never a payment.
You will start receiving your advisory communications on WhatsApp from our official number.
Related tools and guides
For live data and further reading, see how to value a stock, the Sharia stock screener and the EquityX learning hub.
Portfolio Advisory Plans
Personalised, fee-only investment advisory. We never handle your funds, never execute trades, and never promise returns — we advise, you stay in control.
Portfolio Advisory
For portfolios up to ₹2 Crore
- Detailed analysis of your current portfolio
- Customised portfolio built for your goals & risk profile
- Diversification across sectors and market caps
- Periodic reviews & rebalancing advice through the year
- Risk profiling & suitability assessment (SEBI process)
- Direct access to your adviser for portfolio queries
Wealth Advisory
For portfolios above ₹2 Crore
- Everything in Portfolio Advisory
- Complete diversified portfolio across asset classes
- Deeper reviews with a written rationale for every change
- Priority access & scheduled portfolio review calls
Pehle Verify Karo — verify us before you pay
EquityX is a SEBI Registered Investment Adviser — Registration No. INA100011775. Search our registration yourself on sebi.gov.in under "Registered Intermediaries" before making any payment. Pay only through official banking channels — never to any personal UPI or personal account.
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Payment OptionsSelect the Package and Pay the Required Fee :
- We accept payments by bank to bank Fund Transfer, Valid UPI / NEFT / IMPS / Cheque / DD (We don’t accept Cash )
- Please contact us on WhatsApp at +91 95999 69624
for Bank Details after Filling out the Risk Profile Form, KYC, and Agreement Procedures. - KYC & Agreements are mandatory for Every subscription.
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Activation Procedure- Select the plan
- Fill out the Form for Risk Profiling.
- Once Risk Profiling is analyzed and Approved with a suitable plan
- Complete the KYC and Agreement Formalities.
- Pay the Fee / Payment.
- Account will be activated after realization of Payment and KYC.
- You will start getting calls on the EquityX web app and Telegram (WhatsApp on request).
WhatsApp: +91 95999 69624 · Call: +91 94038 91719
Frequently Asked Questions
Straight answers, before you pay a single rupee.
1 What are Portfolio Advisory Services in the equity segment?
Portfolio advisory is a professional service where a SEBI Registered Investment Adviser helps you build and maintain a diversified equity portfolio aligned with your financial goals and risk profile. You receive personalised recommendations with written rationale — while your money and execution remain entirely in your own hands.
2 What are the benefits of a portfolio advisory service?
Professional research behind every holding, a portfolio customised to your goals and risk tolerance, proper diversification across sectors and market caps, and periodic reviews with rebalancing advice as markets and your circumstances change.
3 How does the service work?
It begins with a formal risk profiling and suitability assessment. Based on that, we recommend a portfolio strategy, suggest suitable stocks with written rationale, and review the portfolio periodically to keep it aligned with your goals. You take every final decision and execute every trade yourself.
4 How are stocks selected for the portfolio?
Through fundamental analysis, valuation assessment and market research — including the company's financial health, growth prospects, industry position and price relative to value. Every recommendation comes with the reasoning in writing.
5 What is the typical investment horizon?
This is a long-term service. The exact horizon depends on your goals and is set during your suitability assessment, but portfolio advisory is designed for investors thinking in years, not weeks. It is not an intraday or short-term trading service.
6 How is risk managed?
Primarily through suitability and diversification: the portfolio is spread across stocks, sectors and market caps to reduce concentration risk, and the mix of large-cap, mid-cap and small-cap exposure is matched to your assessed risk profile — never to market excitement. Note that no method eliminates market risk; investment in securities is always subject to it.
7 Can I have a say in stock selection?
Yes. We recommend and explain; you decide. Many clients discuss their preferences and existing views with us, and the final call on every holding is always yours.
8 What are the charges?
Our fees are published transparently in the fee table above: a flat annual fee of ₹1,51,000 for portfolios between ₹25 lakh and ₹2 crore, and an assets-based fee of 0.75% to 1.25% per annum for portfolios above ₹2 crore — in each case plus GST, charged at family level, within the limits prescribed under SEBI (Investment Advisers) Regulations. No hidden charges, no commissions, no profit sharing.
9 Do you advise on instruments other than stocks?
This plan concentrates on the equity segment. Where relevant to your overall allocation, we may discuss the role of other instruments such as mutual funds or ETFs, but direct equity is the focus of this service.
10 Is there a minimum investment requirement?
Yes — a minimum portfolio of ₹25 lakh at family level. Below this, a dedicated advisory engagement generally does not justify its fee, and we would rather tell you that upfront than take you on. Before choosing any adviser, verify their SEBI registration and understand their fee structure completely — including ours.
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